
What I'm reading this morning:

Stuff I’m Reading this Morning…
Scott Minerd: Finally – US, Europe and China all on the mend at the same time. (Guggenheim)
Why Bank of America’s chief economist isn’t worried about inflation. (CalculatedRisk)
Icahn takes on Family Dollar: Sell yourselves, fools. (DealBook)
Credit Suisse: Divergence between oil prices and integrated oil producers represent a buying opportunity. (Bloomberg)
The story about how hedge funds took over Yeshiva University’s endowment and helped blow up a billion dollars is incredible. (TakePart)
Stanley Druckenmiller on the “asset rich, income poor” economy. (WSJ)
The Iraqi army is f***ed. (Vox)
Advertisers have lost the attention of a generation. (FT)
Your favorite investment bloggers weigh in – advice for novice investors. (AbnormalReturns)
The new book – Clash of the Financial Pundits – now available for pre-order!